Institutional Ownership Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D). We have compiled data on the 1,488 institutions that hold shares in the stock, with a total of 618 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
29,054
shares
|
$1.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 41.97%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
28,932
shares
|
$1.58 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
28,887
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
28,767
shares
|
$1.57 Million
0.16% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
28,766
shares
|
$1.57 Million
0.37% of portfolio
|
Q4 2022
Reduced 13.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
28,766
shares
|
$1.57 Million
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,748
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
28,601
shares
|
$1.56 Million
0.52% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
28,464
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
28,429
shares
|
$1.55 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
28,184
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
28,053
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
27,841
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 48.56%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
27,676
shares
|
$1.51 Million
0.57% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
27,598
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,475
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,452
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2022
Added 1.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
27,433
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,404
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 103.69%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
27,172
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
26,926
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2024
Reduced 98.19%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
26,849
shares
|
$1.47 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
26,809
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2023
Added 56.92%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
26,667
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
26,608
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.81%
|